Wealth Strategies
26 June 2023

Get Ready For Opportunities Ahead, Says Citi Global Wealth

A broadly cautious approach makes sense at the moment but clients should be primed to move and...

Philanthropy
23 June 2023

NextGen Ten: New Wave Of Philanthropists – Key Characteristics

New approaches to philanthropy are needed to meet challenges such as recovering from a pandemic or...

Awards
23 June 2023

Nominations Open For Third Annual WealthBriefing WealthTech Americas Awards 2024

These awards are part of this news service's global program to salute outstanding practitioners in...

New Products
23 June 2023

Rosebridge Creates New DFM Proposition

Rosebridge partnered with global asset managers Vanguard and Redington for the launch. ...

Market Research
23 June 2023

Fewer Women Invest Than Men – Study

UK market research company Forrester released a new report this week: Design Gender Inclusive...

Wealth Strategies
23 June 2023

OPINION OF THE WEEK: Wealth Managers Must Set Expections In Inflation Age

This week I look at all the news and commentaries about inflation and what wealth managers need to...

Strategy
23 June 2023

UK Interest Rates Raised To Highest Level In 15 Years – Reactions

After the Bank of England raised interest rates to the highest level in 15 years, investment...

People Moves
22 June 2023

Guernsey Finance Names New Deputy Chairman

The new deputy chairman, who is a regular speaker at investment conferences and seminars, is also a...

Surveys
22 June 2023

UK Investors Positive About Investment Returns, In Spite Of Inflation – Natixis IM

Natixis Investment Managers has released a new survey this week assessing investors concerns about...

New Products
22 June 2023

Digital Digest: Objectway, Unblu

The latest technology news in the wealth management sector from around the world. ...